Application Deadline:

11/02/2025

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate, institutional, and government clients across the globe to manage their cash-flow and capital. Includes access to information, streamlined receivables and payables process, optimizing investments and deposits, correspondent banking, interest rate derivatives, corporate card and spend solutions.

• Acts as the sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

• Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.

• Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.

• Provides support for sales activities such as presentations, bids/proposals, and requests for information.

• Develops an effective external network to support the identification of new and increased investment/lending business opportunities.

• Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.

• Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.

• Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.

• Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.

• Provides support for an outstanding client experience.

• Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.

• Acts timely, efficiently and independently, taking ownership of client satisfaction.

• Provides focused calling and pipeline management activities.

• Assists with more complex customer related issues.

• Identifies, records and escalates any potential risk issues and recommend workflow and administrative process alternatives to improve efficiencies and customer service.

• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

• Provides advice and guidance to assigned business/group on implementation of solutions.

• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Builds effective relationships with internal/external stakeholders.

• Ensures alignment between stakeholders.

• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.

• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Monitors and tracks performance, and addresses any issues as per policies and procedures.

• Tracks implementation requests to keep the process on track.

• Ensures accurate billing to clients. May coordinate client fee billing for third party vendor charges.

• Tracks internal reports and recommends improvements to sales support materials based on findings and feedback.

• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.

• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.

• Maintains current client information on Bank system/files to ensure client history is accurate and complete.

• Executes work to deliver timely, accurate, and efficient service.

• Understands complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).

• Provides feedback on, and, supports continuous improvement opportunities.

• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.

• Achieves sales and other targets established by business plans.

• Optimizes opportunities through deal teams and sales calls, maximizing business success.

• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

• Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.

• Influences the strategic direction of the line of business. Collaborates in initiative development and implementation of business, technology, sales and service, channel and product optimization and enhanced customer experience.

• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

• Exercises judgment to identify, diagnose, and solve problems within given rules.

• Works independently on a range of complex tasks, which may include unique situations.

• Broader work or accountabilities may be assigned as needed. Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

• Demonstrates solid deal/transaction execution and/or project management skills.

• Shows initiative, prioritizes work, multi-tasks effectively.

• Displays strong written and oral communication skills.

• Technical proficiency gained through education and/or business experience.

• Verbal & written communication skills - In-depth.

• Collaboration & team skills - In-depth.

• Analytical and problem solving skills - In-depth.

• Influence skills - In-depth.

• Data driven decision making - In-depth.